Business Owner Memberships
Understand the Strategy Before You Have to Make the Decision.
Tax strategies, business risks, and planning decisions are easier to deal with when you learn about them before tax season, before the contract is signed, or before the problem lands on your desk.
The Business Owner Memberships give you a recurring place to learn, ask general questions, use practical resources, and become a better-informed participant in your own professional team.
Taught by Elizabeth A. Moreau, Attorney at Law | Licensed in Texas, Oklahoma | Monthly plans cancel anytime
General education only. Membership does not create an attorney-client relationship.
Business Owners Usually Learn About a Strategy
in One of Three Ways.
1 - Someone mentions it
A friend, another contractor, a social-media post, or someone at a networking meeting tells you what they are doing.
You hear the benefits, but not the rules, documentation, limitations, or timing.
2 - Your professional mentions it...
after the fact.
You meet with your tax professional after the year has closed and discover that something should have been structured, documented, or implemented months earlier.
3 - You research it alone
You find five articles, two videos, one Reddit thread, and four different answers.
Now you know more words, but you still do not know what questions to ask.
The Membership puts education earlier in the process.
Learn how common strategies work. Understand what documentation usually matters. See the implementation steps. Then take better questions to the professionals who know your specific facts.
Resources PLUS a Strategy Lab
This is the foundation of the Resource and Strategy Lab memberships. It is a maintained collection of tax-strategy education and implementation resources designed around the questions business owners repeatedly encounter.
Learn How the Strategy Works
Current Library topics include:
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Entity and S corporation decisions
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S corporation owner compensation
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Accountable plans
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IRC § 280A(g), often called the Augusta Rule
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Employing family members
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Owner health-benefit planning
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Retirement-plan considerations
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§ 199A qualified business income planning
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Equipment and vehicle planning
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Year-end planning
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Documentation and recordkeeping
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Professional-team coordination
Know Required Documents
Each resource is designed to help answer questions such as:
• What is this?
• Why would a business owner consider it?
• When might it apply?
• When might it not apply?
• What needs to happen before implementation?
• What records matter?
• Who on your professional team needs to be involved?
• What tends to go wrong?
Why Is There a $1,500 Tax Strategy Library Enrollment?
Resource and Strategy Lab Members pay a $1,500 Tax Strategy Library Enrollment when they enter the Library program. That enrollment gives you access to the maintained Tax Strategy Library while your eligible membership is active.
More importantly, you do not lose access to the version of the Tax Strategy Library already shared with you simply because you later cancel.
While your Membership is active
You receive:
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the maintained current Tax Strategy Library;
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revisions and replacements;
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new resources added to the Library;
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refreshed figures and current-year materials;
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access to the Member Resource Center;
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live sessions and applicable replays; and
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the other benefits included in your membership level
If your Membership later ends
You:
• lose access to the Member Resource Center;
• stop receiving Library updates;
• stop receiving new or refreshed versions of the Tax Strategy Library;
• lose live sessions and active-member features;
• lose Strategy Lab Resources if you were a Lab Member; but
You retain access to your Tax Strategy Library that had has been archived. You keep your document resources!
Archived materials are historical and are not maintained after your membership ends. Continued archived access is not a promise of lifetime or permanent hosting. See Membership Terms.
CURRENT LIBRARY
New and revised tax-strategy materials.
LIVE Q&A
A recurring place to ask the questions that come up as you run the business.
CURRENT YEAR REFERENCES
Updated figures, thresholds, and implementation resources.
COMMUNITY/
LAB
Community access and, for Lab Members, the Strategy Lab training and resources.
MEMBER RESOURCE CENTER
The organized website experience, including search, summaries, indexes, and links to resources.
Business Owner Q&A Membership
For business owners who want ongoing access to monthly educational Q&A and replays.
Includes:
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Monthly Q&A Roundtable
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Questions submitted in advance
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Q&A Replay Library
Does not Include:
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Tax Strategy Resources
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Member Resource Center to Organize videos
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Business Lab Training
Pricing:
$59/month
No setup fee.
Business Owner Resource Membership
For business owners who want the Q&A plus a maintained implementation-oriented resource library.
Includes:
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Everything in Q&A Membership
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Resource Library
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Tools and current-year references
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Member Community
Pricing:
$69/month
+ $1,499 Strategy Vault Library Enrollment
or
$745/year (10% savings!)
+ $1,499 Strategy Vault Library Enrollment
Business Owner Strategy Lab
For business owners who want the full Resource Membership plus advanced monthly training.
Includes:
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Everything in Resource Membership
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Monthly Strategy Lab training
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Lab-only advanced resources
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Lab Training Replay Library
Pricing:
$129/month
+ $1,499 Strategy Vault Library Enrollment
or
$1,362/year (12% savings!)
+ $1,499 Strategy Vault Library Enrollment
